CVC Secondary Partners (U.S), LLC

RIASEC Registered
Total AUM
$22.2B
Discretionary
$0
0% of AUM
Avg account
$716M
Accounts
31
Employees
45
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
289554
Registered since
December 13, 2017
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CVC Secondary Partners (U.S), LLC is an LLC that operates as an SEC-registered adviser (registered in 2017) focused on pooled investment vehicles for institutional clients. The firm is classified as a private equity fund manager and securitized asset fund manager within a multifaceted fund-management platform. It serves mainly institutional limited partners, acts as portfolio manager for pooled vehicles, and performs sponsor/GP and managing-member functions for the funds it runs. Ownership is a mix of a foreign entity and individuals. The firm identifies as an active ESG investor and uses a fee schedule described as “other.”

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth